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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,420 | $225,673-73.2% | $203,872-70.4% | $155,188-61.1% |
| Participation rate | 85.7% | 80.3%+5.4pp | 77.8%+7.9pp | 80.8%+4.9pp |
| Annual return | 16.64% | 95.91%-79.3pp | 85.11%-68.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,901 | $4,099-29.2% | $3,757-22.8% | $4,248-31.7% |
| Participant deferral / active EE | $5,794 | $6,893-15.9% | $6,388-9.3% | $6,531-11.3% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |